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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Centerpoint Advisors
Massachusetts
$13K
AAM
227
Advisors Asset Management
Colorado
$12.8K +$1.14K +17 +7%
VCM
228
Versant Capital Management
Arizona
$12.7K +$14.1K +211 +570%
SAM
229
Smartleaf Asset Management
Massachusetts
$12.2K +$4.22K +63 +36%
TPCW
230
TD Private Client Wealth
New York
$12K +$1.47K +22 +10%
PS
231
Principal Securities
Iowa
$11.1K -$3.21K -48 -18%
WSFS
232
Wilmington Savings Fund Society
Delaware
$10.6K +$13.8K +206 New
MCM
233
Manchester Capital Management
Vermont
$10.3K
VNA
234
Valley National Advisers
Pennsylvania
$10K -$2.21K -33 -14%
RA
235
Rise Advisors
New York
$9.78K +$67 +1 +0.5%
PCM
236
Peregrine Capital Management
Minnesota
$9.22K
BIA
237
Bell Investment Advisors
California
$8.3K -$402 -6 -4%
SIC
238
SJS Investment Consulting
Ohio
$6.46K
SFCL
239
Strengthening Families & Communities LLC
Massachusetts
$6.46K
TWD
240
True Wealth Design
Ohio
$6.1K +$7.97K +119 New
PA
241
Parallel Advisors
California
$5.28K
S
242
SignatureFD
Georgia
$5.23K
OSNBOA
243
Old Second National Bank of Aurora
Illinois
$5.18K
AWM
244
AllSquare Wealth Management
New York
$5.13K
GJWM
245
Gilliland Jeter Wealth Management
Arkansas
$5.13K
PWMG
246
Private Wealth Management Group
New Jersey
$5.07K
GWM
247
Geneos Wealth Management
Colorado
$4.46K +$5.83K +87 New
MA
248
MCF Advisors
Kentucky
$4.36K
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$4.1K
CAM
250
ClariVest Asset Management
California
$4.05K